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tvamp.com | (865) 226-9982
Friday, March 6th, 2020
Remaining Calm
“The stock market takes an escalator up, and an elevator down,” is a classic Wall Street saying.
History Shows...
Stocks typically rebound from disease outbreaks before long.
You may have little need to take action if your portfolios are diversified and aligned with your long-term plan.

See the chart below:
Graph from Schwab.com
Here's an article about how investors should handle market volatility at every stage of life: 20's, 30's, 40's, 50's, & retired!
Quick Tip

How to download your
1099 tax documents

Follow these four steps to obtain your 1099 from AccountView:

> Login to your AccountView

> Go to the "Documents and Statements" tab

> Click on "Tax Forms"

> Download, save, or print your documents!

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Avoid the Scammers!
Thousands of people have lost millions of dollars and their personal information to tax scams. Scammers use the regular mail, telephone, or email to set up individuals, businesses, payroll and tax professionals. 

REMINDER: The IRS doesn't initiate contact with taxpayers by email, text messages or social media channels to request personal or financial information.

Events Update
Live Invested Series is Underway!

Yesterday, our 2nd Live Invested With Us event happened: Invest in Your Marriage.

Details regarding our 3rd event just went live on our website ! We are ironing out the rest of the year's events and will be sharing them with you in just a couple weeks.

Have any ideas for future events?
Send them our way: [email protected]
Dr. Todd Hardin spoke to our group yesterday about cultivating a successful marriage. He said, "Make sure you can HEAR what your partner is saying... H = humility, E = Empathy, A = Assertiveness, R = Respect. You can read our event summary on our blog.
The COVID-19 related market volatility gave Burt & Josh something to blog about...
Burt Peake, Jr. put together his perspective on the matter, reminding us, " Things are rarely as bad or as good as the media might lead you to believe.

Josh Klinger, J.D., AAMS® shared his understanding of the coronavirus: The science behind it and the impact on the market and economy.

8 Step "Mind Clearing" When You're Feeling Overwhelmed by Projects

Provided by Jeff Foster, CFP®

1) Make a list of all the projects that are on your mind for business and home.

2) Pick one project from business and one from home.

3) Write out the steps for each project. Yes - write the steps down.

4) Get your calendar and plug in the dates to work on the first steps for each project. This is vital for success!

5) After you have completed the first step on a project, ask yourself, "What is the next step?"

6) Again, put this step on your calendar. Keep this process up until the project is completed.

7) Step back and admire your completed project. Do something to celebrate your success!

8) Now go back to your list and decide what the next project is and follow the same system to complete it.

Trying to think about all the numerous steps of a project is overwhelming.
Breaking it down always makes it feel doable.

Reduce Mind Clutter- Feel the Freedom e-book by By  Mary Pankiewicz
* Articles we thought you might like*
  • Last month we highlighted Rob Eddins, CFP® as part of our "Team Spotlight" series. He shared a seafood boiling tip and his recent travel highlights with us.

  • We read perpetually kind people have 23% less cortisol (the stress hormone) and age slower than the average population! Looking to increase your lifespan? Check this out.

When you see this image on the events page , you know it's a Live Invested With Us event.
TVAMP Events & Important Dates
  • March 8th - Daylight savings time starts & International Women's Day
  • March 10th - Social Security dinner @ Calhoun's on the River. Nearing 62? Sign up today!
  • March 17th - St. Patrick's Day
  • March 19th - First day of Spring
Spring print newsletter coming soon! Please enjoy the winter newsletter if you haven't already.
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